ECM

Evergreen Capital Management Portfolio holdings

AUM $4.47B
1-Year Est. Return 21.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.32B
AUM Growth
+$344M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,264
New
Increased
Reduced
Closed

Top Buys

1
+$36.4M
2
+$14.9M
3
+$12.2M
4
DOW icon
Dow Inc
DOW
+$10.7M
5
PCAR icon
PACCAR
PCAR
+$9.54M

Top Sells

1
+$10.3M
2
+$8.43M
3
+$7.7M
4
VUG icon
Vanguard Growth ETF
VUG
+$7.6M
5
HPQ icon
HP
HPQ
+$5.42M

Sector Composition

1 Technology 15.5%
2 Financials 7.65%
3 Energy 6.99%
4 Industrials 6.41%
5 Communication Services 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$312K 0.01%
3,027
+228
777
$310K 0.01%
2,038
+61
778
$310K 0.01%
1,825
+14
779
$309K 0.01%
+29,934
780
$309K 0.01%
3,889
+699
781
$308K 0.01%
3,152
+128
782
$307K 0.01%
3,058
+364
783
$306K 0.01%
2,187
+75
784
$306K 0.01%
3,679
+312
785
$306K 0.01%
+6,769
786
$305K 0.01%
3,895
+634
787
$305K 0.01%
8,815
+275
788
$305K 0.01%
2,908
-387
789
$304K 0.01%
10,245
+2,612
790
$304K 0.01%
2,875
+78
791
$303K 0.01%
533
792
$303K 0.01%
+2,261
793
$303K 0.01%
6,530
+551
794
$303K 0.01%
+6,686
795
$302K 0.01%
4,090
-6
796
$302K 0.01%
30,368
+745
797
$301K 0.01%
12,556
+3,978
798
$301K 0.01%
2,913
-503
799
$301K 0.01%
+5,823
800
$300K 0.01%
26,101
+179
30 31
32
33 34